Export reports, or schedule them by email

You can generate and share reports directly from the Reports page in Letterhead.

1. Go to the Reports section in your dashboard.
2. Select the type of report you want to generate:
   • Clicks — breaks down link click performance across newsletters.
   • Newsletter engagement — tracks performance including opens and clicks.
   • Audience growth — key metrics about your audience, including subscriber growth.
3. Use the report duration to select the date range — you can pick dates from the past six months, excluding today.
4. Enter up to five email addresses to receive the report.
5. Click Create report to generate it and send it to those recipients.

Note: All reports are sent from [email protected]. Safelist this address so your report doesn’t land in spam.

Schedule a recurring report

Instead of exporting one-off reports, you can have them delivered automatically — daily, weekly, or monthly — so you and your team always have the latest performance data without logging in.

1. Open the Reports section and create a new report.
2. In the configuration drawer, choose:
   • The type of data — letter performance, audience growth, or click data
   • The delivery frequency — daily, weekly, or monthly
   • The recipients who should receive the report
3. Save your scheduled report.

Once saved, the report is delivered automatically to those addresses on your chosen schedule. All your scheduled reports appear in the same Reports area, where you can review or change them.

Want it done for you?

When an AI client such as Claude Desktop is connected to Letterhead, you can ask the assistant to schedule recurring metric reports to email daily, weekly, or monthly to chosen recipients — and later edit or cancel them — no setup screens needed.

Related

• Working in Reports
• Reports Overview: Metrics, Columns, and Use Cases